CAPTRUST Financial Advisors
BXMX

CAPTRUST Financial Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BXMX Stock Details BXMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,662
Closed -$245K – 3030
2025
Q4 		$245K Buy
16,662
+3,454
+26% +$49.6K ﹤0.01% 2390
2025
Q3 		$191K Sell
13,208
-2,561
-16% -$36.2K ﹤0.01% 2441
2025
Q2 		$219K Buy
+15,769
New +$207K ﹤0.01% 2243
2024
Q3 		– Sell
-28,969
Closed -$391K – 2302
2024
Q2 		$391K Sell
28,969
-500
-2% -$6.54K ﹤0.01% 1639
2024
Q1 		$390K Sell
29,469
-3,453
-10% -$45K ﹤0.01% 1623
2023
Q4 		$422K Buy
+32,922
New +$412K ﹤0.01% 1857
2023
Q1 		– Sell
-11,778
Closed -$149K – 2323
2022
Q4 		$149K Buy
+11,778
New +$152K ﹤0.01% 1997
2017
Q1 		– Sell
-2,111
Closed -$27K – 100
2016
Q4 		$27K Buy
+2,111
New +$26.8K ﹤0.01% 128
2016
Q2 		– Sell
-2,111
Closed -$27K – 87
2016
Q1 		$27K Hold
2,111
– – ﹤0.01% 134
2015
Q4 		$28K Hold
2,111
– – ﹤0.01% 146
2015
Q3 		$26K Buy
+2,111
New +$26.9K ﹤0.01% 124
2014
Q3 		– Sell
-1,000
Closed -$13K – 54
2014
Q2 		$13K Hold
1,000
– – ﹤0.01% 120
2014
Q1 		$13K Hold
1,000
– – ﹤0.01% 134
2013
Q4 		$13K Hold
1,000
– – ﹤0.01% 132
2013
Q3 		$12K Hold
1,000
– – ﹤0.01% 125
2013
Q2 		$13K Buy
+1,000
New +$12.7K ﹤0.01% 131

Other funds holding BXMX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CBT
CoreFirst Bank & Trust Topeka, Kansas $201M AUM 24.67% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

CAPTRUST Financial Advisors's BXMX Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Nuveen S&P 500 Buy-Write Income Fund (BXMX) in Q1 2026, closing a stake of 16,662 shares — an estimated $245K sold.

CAPTRUST Financial Advisors first reported a position in BXMX in Q2 2013 and held it in 16 quarters. The position peaked at $422K in Q4 2023. 4 funds tracked by Wall St. Rank hold BXMX as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Nuveen S&P 500 Buy-Write Income Fund position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 16,662 Nuveen S&P 500 Buy-Write Income Fund shares in Q1 2026, an estimated $245K.
  • CAPTRUST Financial Advisors first reported a position in Nuveen S&P 500 Buy-Write Income Fund in Q2 2013 and held it in 16 quarters.
  • CAPTRUST Financial Advisors's Nuveen S&P 500 Buy-Write Income Fund position peaked at $422K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Nuveen S&P 500 Buy-Write Income Fund as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.